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You don't say what problem you are experiencing, but some have received a message from Charles Schwab saying downloads would be enabled on Feb 27th.   If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

TO CANCEL A TAX PAYMENT YOU SCHEDULED   If your return was accepted, you cannot change your payment method  or payment date.  The only thing you can do is cancel the payment and then pay by a different method on your own.   Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to ask about or cancel your payment, but please wait 7 to 10 days after your return was accepted before calling. Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date.    

As long as your return hasn't already been e-filed and accepted by the IRS, you can edit your information. In your Intuit Account go to "My Info" section, and then, click Edit next to your name to correct the date. If the return was rejected, you can fix the birthdate and resubmit.   If the return was already accepted, you must wait for the IRS to process and then file an amended return to fix it.  

Percentage of income is the beneficiary's share of the Trust income - The percentage of total distributed income. Dividends distributed to the trust and not retained by the trust are part of the total income to the beneficiary. For example, 5 beneficiaries, percentage of income is 20% each. Percentage of taxable income is the beneficiary's share of MA gross income subject to tax in MA. For dividend income, a non-resident of CT is not taxed in MA. The percentage would be 0% if all dividends. MA Gov states: Certain types of income received by non-residents from sources within Massachusetts are excluded from taxation, such as non-business-related interest, dividends and gains from the sale or exchange of intangibles that are not derived from or effectively connected with the carrying on of a trade or business, and certain qualified pension income.

Having same issue:   I'm a MS Edge user & followed your instructions about allowing the site (ttd-fdp-ui-config-v2.app.intuit.com); however, it still doesn't work.  It gives me a "success" message but when I return to TT there are no imported documents. Any additional suggestions?  

Yes.  Go up to File-NEW.  The Desktop program can do unlimited returns (like to test) and efile 5 federal for free.  There is a separate charge to efile each state return or you can print and mail state for free.  

It is part of TurboTax.  There is not a special section or box to check.  Just enter your correct information and TurboTax will take it from there.  If eligible you will find this on Schedule 1-A Part V and line 13b of your form 1040. TurboTax will automatically calculate it based on your date of birth and your income.     For Tax Year 2025 through 2028, seniors may claim an additional deduction of $6,000 per taxpayer over 65.  This is NOT a refundable credit.  This is a deduction of your income.  If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those over 65, it does not apply to those who are blind and under 65